Invesco (NYSE:IVZ) Research Coverage Started at Keefe, Bruyette & Woods

by · The Markets Daily

Keefe, Bruyette & Woods started coverage on shares of Invesco (NYSE:IVZ – Free Report) in a report published on Wednesday morning, MarketBeat.com reports. The brokerage issued an outperform rating and a $39.00 target price on the asset manager’s stock.

A number of other research analysts have also commented on IVZ. Morgan Stanley boosted their price target on shares of Invesco from $29.00 to $30.00 and gave the company an “equal weight” rating in a research report on Friday, July 17th. Weiss Ratings raised Invesco from a “hold (c-)” rating to a “hold (c)” rating in a research note on Monday, June 29th. TD Cowen lifted their price objective on Invesco from $37.00 to $39.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. Jefferies Financial Group upgraded Invesco to a “hold” rating in a research report on Tuesday, June 30th. Finally, Royal Bank Of Canada lowered Invesco from an “outperform” rating to a “hold” rating and set a $39.00 target price on the stock. in a research note on Thursday, August 13th. Four research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $31.46.

Check Out Our Latest Stock Report on IVZ

Invesco Price Performance

Shares of NYSE:IVZ opened at $32.34 on Wednesday. The company has a 50 day moving average of $31.02 and a 200 day moving average of $27.69. The stock has a market cap of $14.33 billion, a P/E ratio of -47.55, a P/E/G ratio of 0.46 and a beta of 1.63. Invesco has a 12 month low of $20.67 and a 12 month high of $33.66. The company has a current ratio of 1.31, a quick ratio of 1.31 and a debt-to-equity ratio of 1.00.

Invesco (NYSE:IVZ – Get Free Report) last posted its earnings results on Tuesday, July 28th. The asset manager reported $0.71 earnings per share for the quarter, topping analysts’ consensus estimates of $0.67 by $0.04. Invesco had a negative net margin of 0.93% and a positive return on equity of 12.83%. The business had revenue of $1.33 billion for the quarter, compared to analyst estimates of $1.32 billion. During the same quarter in the prior year, the firm posted $0.36 EPS. Invesco’s revenue was up 20.5% on a year-over-year basis. As a group, sell-side analysts forecast that Invesco will post 2.82 EPS for the current fiscal year.

Invesco Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, September 2nd. Investors of record on Friday, August 14th were given a $0.215 dividend. The ex-dividend date was Friday, August 14th. This represents a $0.86 dividend on an annualized basis and a yield of 2.7%. Invesco’s payout ratio is presently -126.47%.

Insiders Place Their Bets

In other Invesco news, Director Andrew Tak Shing Lo sold 100,840 shares of Invesco stock in a transaction that occurred on Wednesday, September 9th. The shares were sold at an average price of $32.20, for a total transaction of $3,247,048.00. Following the transaction, the director directly owned 812,477 shares of the company’s stock, valued at approximately $26,161,759.40. This trade represents a 11.04% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CFO Laura Dukes sold 31,075 shares of Invesco stock in a transaction that occurred on Friday, September 4th. The stock was sold at an average price of $33.16, for a total transaction of $1,030,447.00. Following the transaction, the chief financial officer directly owned 259,183 shares in the company, valued at $8,594,508.28. This trade represents a 10.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 219,540 shares of company stock valued at $7,129,847 over the last quarter. 1.40% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Invesco

Institutional investors have recently made changes to their positions in the business. California State Teachers Retirement System grew its stake in shares of Invesco by 23.4% during the first quarter. California State Teachers Retirement System now owns 417,476 shares of the asset manager’s stock valued at $10,140,000 after buying an additional 79,273 shares during the last quarter. Teachers Retirement System of The State of Kentucky lifted its stake in shares of Invesco by 2,633.1% in the 1st quarter. Teachers Retirement System of The State of Kentucky now owns 960,441 shares of the asset manager’s stock valued at $23,330,000 after acquiring an additional 925,300 shares during the last quarter. Sonoma Allocations LLC bought a new stake in shares of Invesco in the 2nd quarter valued at about $11,797,000. Principal Financial Group Inc. boosted its holdings in Invesco by 5.5% during the 1st quarter. Principal Financial Group Inc. now owns 824,547 shares of the asset manager’s stock valued at $20,028,000 after acquiring an additional 43,322 shares during the period. Finally, Bank of New York Mellon Corp boosted its holdings in Invesco by 5.6% during the 1st quarter. Bank of New York Mellon Corp now owns 3,431,694 shares of the asset manager’s stock valued at $83,356,000 after acquiring an additional 182,060 shares during the period. Hedge funds and other institutional investors own 66.09% of the company’s stock.

Invesco News Summary

Here are the key news stories impacting Invesco this week:

  • Positive Sentiment: Keefe, Bruyette & Woods initiated coverage of Invesco with an “outperform” rating and a $39 price target. The target suggests potential upside from recent trading levels and provides a bullish new analyst view. Keefe Bruyette and Woods coverage initiation
  • Positive Sentiment: Invesco announced its assets under management for August 31, 2026. Monthly AUM data is closely watched because higher assets can support management-fee revenue and profitability, although the release details provided do not specify the month’s change. Invesco August 2026 assets under management announcement
  • Neutral Sentiment: Invesco’s Limited Term California Municipal Fund published its second-quarter 2026 commentary. The update is relevant to fundholders but has limited direct impact on Invesco’s consolidated earnings. Invesco Limited Term California Municipal Fund commentary
  • Negative Sentiment: Several insiders sold shares recently. CFO Laura Dukes sold 31,075 shares for about $1.03 million; Director Stephanie Butcher sold 45,095 shares for about $1.46 million; and Director Andrew Tak Shing Lo sold 143,370 shares in two transactions totaling about $4.64 million. The sales reduced their positions and may signal caution, although Lo continues to hold a substantial stake. Invesco insider selling report

About Invesco

(Get Free Report)

Invesco Ltd. (NYSE: IVZ) is a global investment management company that provides investment products and services to individuals, financial advisers, institutions and other clients. The company manages assets across a range of strategies, including active and passive equities, fixed income, multi-asset portfolios, alternatives and private markets.

Its offerings include mutual funds, exchange-traded funds, separately managed accounts, institutional investment mandates and other portfolio solutions.

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